The opposite direction of motivation is to tariff semiconductor imports and still I doubt a quarter of a trillion dollars would be invested so fast. Geopolitic

The opposite direction of motivation is to tariff semiconductor imports and still I doubt a quarter of a trillion dollars would be invested so fast. Geopolitical issues forcing this aren't the fault of the semiconductor providers, decades of policy are at fault for letting the situation get this bad. And to be fair future taxes will recoup some of this, as will the value provided to the state of an increased reliability of sourcing semiconductors. It may not be the most cost-effective solution but it's the solution we need at this point because China isn't our friend and increasingly seems like won't be.